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New Portfolio - New Portfolio

FLUMJJ

New Portfolio
Individual Investor
Ranked #192,521 out of 746,321 TipRanks' Investors
Success Rate
57%
89 out of 157
profitable transactions
Average Return
8.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.95%
6-Month Return▲ 18.17%
12-Month Return▲ 7.10%
YTD Return▲ 11.20%
Total Return▲ 89.04%

Best Trade

Opened at
Closed at-
Gain▲ 259.00%

Bio

Conservative INCOME based

Performance

28.20%0-28.20%
▲ 5.14%
▲ 4.57%
▲ 5.66%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.96%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 2.94%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 10.19%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.62%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.01%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.34%
Jun 2024
▲ 28.20%
▲ 3.18%
▲ 7.21%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.66%
▼ 1.87%▲ 1.59%▼ 4.96%
▲ 14.08%▲ 5.22%▼ 2.94%
▲ 5.05%▲ 3.27%▲ 10.19%
▼ 12.40%▼ 4.03%▲ 0.62%
▲ 11.46%▲ 5.06%▲ 6.01%
▼ 2.25%▲ 3.53%▼ 4.34%
▲ 28.20%▲ 3.18%▲ 7.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enterprise Products Partners
12.2%
▲ 50.27%
11
Sell
Jun 23, 2024
Nextera Energy Partners
▼ 58.51%
7
Close
Jun 23, 2024
VanEck Junior Gold Miners ETF
2.89%
▲ 9.68%
8
Sell
Jun 23, 2024
Arizona Metals
11.09%
▼ 47.17%
4
Buy
Jun 23, 2024
Gilead Sciences
4.22%
▲ 15.13%
10
Sell
Jun 23, 2024
Wheaton Precious Metals
7.32%
▲ 95.95%
12
Sell
Jun 23, 2024
FMC
▼ 51.08%
5
Close
Jun 23, 2024
Tesla
▲ 7.62%
4
Close
Jun 23, 2024
Exxon Mobil
20.49%
▼ 0.08%
2
Sell
Jun 23, 2024
Pioneer Natural
▲ 56.59%
7
Close
May 02, 2024
Franco-Nevada
▲ 13.67%
13
Close
Jan 27, 2023
VanEck Gold Miners ETF
6.94%
▲ 15.57%
6
Buy
Jan 27, 2023
Innovative Industrial Properties
▼ 38.87%
6
Close
Jan 25, 2023
Mosaic Co
▼ 23.46%
6
Close
Dec 28, 2022
AbbVie
21.91%
▲ 89.93%
6
Sell
Dec 14, 2022
Microsoft
▲ 40.94%
6
Close
Dec 01, 2022
Alphabet Class A
▼ 24.24%
5
Close
Nov 21, 2022
Alphabet Class C
▼ 3.96%
5
Close
Oct 31, 2022
Invesco DB Commodity Index Tracking Fund
▼ 2.61%
2
Close
Aug 09, 2022
Main Street Capital
▲ 32.12%
9
Close
Jul 07, 2022